Lucy Patterson
Completed Program: March
2024
Started as financial analyst at a Melbourne manufacturing firm. Her
initial challenge was getting operations managers to actually read
her reports.
Program End (March 2024) Restructured
reporting format based on stakeholder feedback techniques learned
in class. Reports became shorter and more focused.
Six Months Later (September 2024) Promoted
to senior analyst role. Operations team now requests her input on
budget planning conversations—a complete reversal from being
ignored.
Current Status (January 2025) Leading
finance communication training for new hires. Using wes-ylnexa
frameworks to teach others what took her years to learn the hard
way.
Dev Kapoor
Completed Program: August
2024
Transitioned from software development into financial planning
role. Struggled initially with presenting budget variance analysis
to executives.
Program End (August 2024) Gained confidence
in structuring financial presentations. Stopped hiding behind
slides full of numbers and started focusing on narrative.
Three Months Later (November 2024)
Successfully defended a controversial budget reallocation
proposal to board members. His clear communication approach helped
get approval despite initial resistance.
Recent Update (February 2025) Now leads
quarterly business review presentations for his division. Credits
wes-ylnexa training with helping him translate technical financial
concepts for non-finance audiences.
Simone Wu
Completed Program: November
2024
Small business owner who needed better systems for managing cash
flow and communicating financial health to potential investors.
Program End (November 2024) Created
streamlined financial tracking system. Finally understood which
metrics actually matter for her business type.
Two Months Later (January 2025) Used skills
learned to prepare for investor pitch. Received seed funding after
clearly demonstrating financial projections and growth
trajectory.
Current Status (March 2025) Building out
finance team for her growing company. Plans to send new finance
hire through wes-ylnexa program in autumn 2025 to establish shared
communication standards.